NIP
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Nicholas Investment Partners’s Workiva WK Stock Holding History

Nicholas Investment Partners’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,000
Closed -$1.03M – 240
2025
Q2 		$1.03M Sell
15,000
-25,433
-63% -$1.75M 0.09% 182
2025
Q1 		$3.07M Buy
40,433
+22,955
+131% +$2.17M 0.32% 114
2024
Q4 		$1.91M Buy
+17,478
New +$1.61M 0.17% 161
2020
Q1 		– Sell
-24,209
Closed -$1.02M – 210
2019
Q4 		$1.02M Sell
24,209
-33,653
-58% -$1.42M 0.11% 179
2019
Q3 		$2.54M Buy
57,862
+16,019
+38% +$844K 0.22% 158
2019
Q2 		$2.43M Sell
41,843
-311
-0.7% -$16.7K 0.22% 148
2019
Q1 		$2.14M Sell
42,154
-25,133
-37% -$1.11M 0.2% 166
2018
Q4 		$2.42M Sell
67,287
-950
-1% -$33.4K 0.26% 143
2018
Q3 		$2.69M Buy
+68,237
New +$2.12M 0.22% 170

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EC
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return